Trustees’ Annual Report for the period
From 1[st] January 2024 To 31[st] December 2024
Charity name: The Lovett Foundation
Charity registration number: 1182450
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To relieve the needs of young people entering, or who are in, the care system, and/or who are being cared for by Children’s Hospice South West in particular, but not exclusively by; a) Providing support and activities that the care allowance in unable to cover including, but not limited to, activity days and the provision of personal items. b) Delivery of programmes to develop the skills, capacities and capabilities of young people to enable them to participate in society as mature and responsible individuals, which may include activities to assist them to gain employment. c) Supporting children receiving palliative care and their families including, but not limited to, aiding with transport provision and contributing to items. calculated to alleviate their needs. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
This year we have supported Caring in Bristol by sponsoring a room in their new youth shelter for 2 years. We also supported School holiday activities with Cardiff Council including kayaking, quad biking, and a trip to Thorpe park. We have committed to a five-year Care Leavers Programme through Wiltshire Community Foundation. We will send £20,000 a year and deliver in-person involvement where possible through their partner charity SMASH. We have also supported the Youth Adventure Trust programme. We have funded to support one vulnerable person through their 3-year programme. There has also been donations made to Empire Fighting Chance to support their |
| Summer Hub, their “Climb for Change” challenge, which saw 40 young people summit Pen-Y-Fan, and supported their Box Careers sessions which lead to one young person securing a job. |
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|---|---|---|
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | All trustees have read and understood the guidance issued by the Charity Commission on public benefit, and during our planning sessions we keep this guidance in mind. |
Additional information (optional) You may choose to include further statements where relevant about:
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SORP reference
Para 1.38
Policy on grant making
Para 1.38
Policy on social investment
including program related
investment
We are very grateful for the time and effort
Para 1.38 given by our volunteers to keep The Lovett
Contribution made by Foundation running. Without this valuable
volunteers contribution of time, energy and expertise,
we would not have been able to achieve so
much. We have had money raised for us by
various activities including a Bake Sale, a
Rowing Fitness Challenge, Golf
Tournament, Cars and Coffee Events and
Football Tournament.
Volunteers have also donated to Food
Banks at Christmas and Easter.
Volunteers have taken part in fitness
challenges, such as a 10k race for
example, which has raised £841 for the
Lovett Foundation.
Other
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Achievements and Performance
SORP reference
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | We have committed to a five-year Care Leavers Programme through Wiltshire Community Foundation. We will send £20,000 a year and deliver in-person involvement where possible through their partner charity SMASH. We continued to provide our foodbanks across Swindon, Bristol and Cardiff to make sure that individuals who were affected financially by the current cost of living crisis still able to have access to food, cleaning products and toiletries especially over the Christmas period. We have supported Caring in Bristol by sponsoring a room in their new youth shelter for 2 years We have also supported the Youth Adventure Trust programme. We have supported Empire Fighting Chance with their Summer Hub, their “Climb for Change” challenge, which saw 40 young people summit Pen-Y-Fan, and supported their Box Careers sessions which lead to one young person securing a job. We have developed a new partnership with Homewards in Newport and hosted 2 in person career sessions in the Newport area. |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Achievements against objectives set |
Para 1.41 | |
| Performance of fundraising activities against objectives set |
Para 1.41 | |
| Investment performance against objectives |
Para 1.41 | |
| Other |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Bank Account = 111,518 |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | The Lovett Foundation does not look to maintain a significant reserve, unless a decision has been made to support a particularly large project. |
| Amount of reserves held | Para 1.22 | |
| Reasons for holding zero reserves |
Para 1.22 | |
| Details of fund materially in deficit |
Para 1.24 | |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 |
Additional information (optional) You may choose to include further statements where relevant about:
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This year our main source of funds was
through Giveall – our salary sacrifice
The charity’s principal scheme, customer and staff donations
sources of funds (including Para 1.47 through Just Giving and fundraising. We
any fundraising) raised money with our annual bake sale
and a group wide football tournament.
Investment policy and
objectives including any Para 1.46
social investment policy
adopted
A description of the principal Para 1.46
risks facing the charity
Other
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Structure, Governance and Management
| Description of charity’s trusts: |
||
|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Constitution |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | Trustees are appointed, or reappointed, every 2 years at the start of the financial period. |
Additional information (optional) You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
|---|---|---|
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | |
| Relationship with any related parties |
Para 1.51 | |
| Other |
Reference and Administrative details
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Charity name The Lovett Foundation
Other name the charity uses
Registered charity number 1182450
Charity’s principal address The Depot
Gate 1, Frankland Road
Swindon
SN5 8YW
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Names of the charity trustees who manage the charity
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Dates acted if not for whole Name of person (or body) entitled
Trustee name Office (if any)
year to appoint trustee (if any)
1 Rebecca Maloney Chair
2 Julian Winterburn
3 Emma Watkins
4 Kirsty Slater
Mathew
5
Hutchinson
6 Jack Taylor
7 Matthew Parham
8 Paul Blewett
9
10
11
12
13
14
15
16
17
18
19
20
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– Corporate trustees names of the directors at the date the report was approved
Director name
Name of trustees holding title to property belonging to the charity
Trustee name Dates acted if not for whole year
Funds held as custodian trustees on behalf of others
Description of the assets held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
Type of Name Address adviser
Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Other optional information
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Julian Winterburn Position (eg Secretary, Trustee Chair, etc) Date 23/09/25
Charity Name Charity No. The Lovett Foundation 1182450
Receipts and payments accounts For the period Period start date To from 01/01/2024
CC16a Period end date 31/12/2024
Section A Receipts and payments
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Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Donations 6,401 - - 6,401 32,795
Staff Salary Sacrifice 1,799 - - 1,799 1,035
Fund Raising 2,000 - - 2,000 3,129
Just Giving 6,475 - - 6,475 3,979
Bank Interest 4,110 - - 4,110 3,592
- - - - -
- - - - -
- - - - -
Sub total (Gross income for
- - 20,786 44,530
AR) [ 20,786 ]
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A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 20,786 - - 20,786 44,530
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A3 Payments
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General Expenses 1,008 - - 1,008 860
Event Expenses 2,799 - - 2,799 873
Swindon Council Donations 1,528 - - 1,528 4,081
Cardiff Council Donations - - - - 1,150
Youth Adventure Trust 4,100 - - 4,100 -
Empire Fighting Chance 4,158 4,158 -
Wiltshire Community Foundation 20,024 - - 20,024 -
Just Giving Charges 216 - - 216 216
Bank Charges 48 - - 48 30
General Donations 870 - - 870 16,817
Sub total [ 34,752 ] - - 34,752 24,027
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A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ - ] - - - -
Total payments 34,752 - - 34,752 24,027
Net of receipts/(payments) - 13,966 - - - 13,966 20,503
A5 Transfers between funds - - - - -
A6 Cash funds last year end 125,484 - - 125,484 104,981
Cash funds this year end 111,518 - - 111,518 125,484
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Section B Statement of assets and liabilities at the end of the period
| Categories unds |
Details Bank Balance |
Unrestricted funds to nearest £ 111,518 |
Restricted funds to nearest £ - |
Endowment funds to nearest £ - |
|---|---|---|---|---|
B1 Cash funds
B2 Other monetary assets
B3 Investment assets
B4 Assets retained for the charity’s own use
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Giveall
364 - -
- - -
Total cash funds 111,882 - -
(agree balances with receipts and payments
account(s)) Agreement Error OK OK
Unrestricted Restricted Endowment
funds funds funds
Details to nearest £ to nearest £ to nearest £
- - -
- - -
- - -
- - -
- - -
- - -
Fund to which Current value
Cost (optional)
Details asset belongs (optional)
- -
- -
- -
- -
- -
Fund to which Current value
Cost (optional)
Details asset belongs (optional)
- -
- -
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B5 Liabilities
Signed by one or two trustees on behalf of all the trustees
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- -
- -
- -
- -
- -
- -
- -
Fund to which Amount due When due
Details liability relates (optional) (optional)
-
-
-
-
-
Date of
Signature Print Name
approval
Julian Winterburn
23/09/25
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Independent Examlner's Report to The Charlty Trustee$ ChAritylJamLThe Lovett Foundati.on ("The Charity") Qknar.ItyRegistrityotLNumhou' 118245Q Independent Examiner: Mi&bolleLoulse WhilbreAd Having conducted my review of The Charlty's hccounting records and accounts for year ended 31 December 2024. dl$¢ussing any matters arlsingwlih the relevant Trustee, I can confirm: The accountlng rtrcord5 to be full and complete. The accounts rèflgct the supportlng records. The format of the aeeount¥ Complies wlth the n•c$$$#ry regulatlons for su¢h a ¢harlty. Thgre are no matters outstandlng or Left to be expLalned so l Conclude thatthe ac¢ounts are a true and falr repr8$ontation of the Charlty's activity during the reportlngyè¥r. Mlchelle Loulse Vlhitbread Dated: 19S•ptèmb¢i2025